Japan Morning Connection - 6857 JP, 6871 JP, 6525 JP
Meta and MSFT's AI gains boost capex and JP SPE names. Advantest's strong outlook aids Micronics. Japan lifts China export ban, but US likely to...
189 Views
Sep24 Nikkei 225 Rebal Final Predictions - Fastie Capped, Still 1 ADD, 1 DELETE, 1 Dark Horse and ?s
Nikkei 225 Sep24 Rebal data is done and dusted. I see one automatic DELETE, and one ADD. There is a dark horse possibility to replace that ADD but...
544 Views
ECM Weekly (29th July 2024) - ASICS, Kokusai, Amer, Hyundai, Timee, Sanil, Akum, Bloks, Ola Electric
Aequitas Research's weekly update on the IPOs, placements, lockup expiry and other ECM linked events that were covered by the team over the past week.
282 Views
ASICS (7936 JP): The Current Playbook
The offering will likely be priced on 23 July. Investors who have participated in previous large Japanese placements tend to secure positive returns.
434 Views
ASICS Placement Updates - Share Pop Done, Now Needs to Correct
A group of shareholders aims to raise around US$1.3bn via selling around 11% of ASICS Corp (7936 JP). We have looked at the deal dyanmics in our...
346 Views